Case study
- Strategy
- AI Automation
- Whitelabel
ATS Systemsand White Bridge
How a software company added delivery capacity for CRM and ERP projects
14-month retainer
Demo figures, not verified results.
+
workflows automated
+
hours of manual work saved
%
faster project turnaround
%
fewer repetitive operational tasks
+
client projects supported
concurrent implementations handled
Snapshot
- Partner
- ATS Systems, a software company building web, CRM and mobile applications
- Based in
- Dubai, UAE, with offices in New York and Qarshi, Uzbekistan
- Services used
- CRM and process automation, workflow automation, lead routing, data sync, CRM and ERP integrations, reporting, QA
- Partnership
- 14 months. Began with a small automation pilot and became an ongoing delivery retainer
The Partner
ATS Systems builds websites, custom CRM and mobile apps, with CRM and ERP work, process automation and AI. It has offices in Dubai, New York and Qarshi.
The Problem
The CRM, ERP and custom software pipeline was growing.
- 01
More delivery capacity was needed.
- 02
Timelines, QA and client communication had to stay consistent.
The Partnership
A small automation pilot became a 14-month retainer. Delivery stayed white-label, and the scope widened.
What We Delivered
- 01
CRM and process automation
Automation across CRM and internal processes.
- 02
Workflow automation
Repeatable workflows built for client projects.
- 03
Lead and customer routing
Routing rules for new leads and customers.
- 04
Automated data sync
Sync between the systems each project used.
- 05
CRM and ERP integrations
Connections between CRM and ERP tools.
- 06
Reporting and dashboards
Reporting on the automated processes.
- 07
Process QA and testing
Checks before work went live.
How We Worked Together
A fixed routine covered tasks, testing and reporting.
Team
Dedicated automation team and a delivery lead
Daily contact
Slack
Workflow
Shared project-management workspace
Environment
CRM and ERP staging
Quality control
Two-stage QA
Reporting
Weekly
Reviews
Bi-weekly optimisation
The Outcome
Over the retainer, White Bridge automated 75+ workflows and saved 1,100+ hours of manual work.
- 34% faster turnaround.
- 38% fewer repetitive tasks.
- 16+ projects supported.
- 6 concurrent implementations handled.
The time saved went back to project delivery and client communication.
Over 14 months, White Bridge automated 75+ workflows, saved 1,100+ hours, and supported 16+ projects.
